Overview
The PMR Summary Report can be generated during the active school month to preview current reporting data. During the PMR Preview Period, use the PMR Summary Report and supporting Extract Types to monitor data and identify potential issues as the school month progresses.
After the school month ends, generate the PMR Summary Report to begin the validation, review, and submission process. The applicable PMR Data Validations run to identify data that must be corrected or reviewed before the PMR is submitted.
Accurate enrollment, attendance, schedule, and calendar information is essential to accurate PMR reporting.
Important: The School Attendance and Student Accounting (SASA) Manual is the authoritative source for North Carolina student accounting requirements and policy. Refer to the SASA Manual for PMR policy requirements.
Refer to the NC Principal's Monthly Report Extract | Infinite Campus article for technical specifications and detailed instructions for using the NC PMR Collection.
PMR Preview and Generation Periods
The PMR Summary Report can be generated during the active school month to preview current reporting data. The system determines whether the PMR Preview Period is active based on the Start Date and End Date of the selected School Month Sequence.
During the PMR Preview Period
The Preview Period begins on the Start Date of the school month and continues through the End Date.
During this period:
- A banner displays in the NC PMR Collection indicating that the PMR Preview Period is active.
- Generate the PMR Summary Report to monitor reporting data as the school month progresses.
- PMR Data Validations do not run automatically when the PMR Summary is generated during the Review Period. Run the applicable PMR Data Validations manually to identify records that require correction or review.
- The data reflects information available at the time the report is generated and may change as additional enrollment, attendance, schedule, and calendar information is entered or corrected.
Tip: Use the Preview Period to spot-check PMR data and identify potential issues before the school month ends. Review and correct inaccurate source data as issues are identified.
Other PMR Extract Types, except Best 1 of 2, are not restricted to the Preview Period and can be used to review supporting data as needed.
After the PMR Preview Period
After the Preview Period ends and the PMR enters the Submission Window, generating the PMR Summary runs the applicable PMR Data Validations for the selected School Month Sequence.
- Review and resolve FATAL validation issues before the PMR Summary can successfully generate.
- Review WARNING and INFO validation results for accuracy.
- Continue the recommended PMR data review before verifying and submitting the report.
Before PMR Generation After the Preview Period
Before generating the PMR Summary Report after the Preview Period:
- Confirm the correct School Month Sequence is selected.
- Confirm enrollment and withdrawal information for the reporting interval is current.
- Confirm attendance information for the reporting interval has been entered and reviewed.
- Confirm applicable student schedule changes have been entered.
- Correct known calendar, enrollment, schedule, and attendance issues identified during the Preview Period.
Tip: Use the PMR supporting Extract Types during the Preview Period to identify potential data issues before the school month ends.
Generate the PMR Summary
Navigation: Menu > Reporting > NC State Reporting > NC PMR
- Open the NC PMR Collection.
- Select the applicable School Year and Calendar.
- Select the PMR Summary Report extract type and the applicable School Month Sequence.
- Select HTML or CSV as the Format Type depending on how to view the summary report.
The system runs the applicable PMR Data Validations for the selected school month.
If FATAL Validations Are Identified
The PMR Summary Report is not created when a FATAL validation is identified.
- Open the applicable M# PMR Fatal Data Validation report.
- Review each identified FATAL validation.
- Correct inaccurate source data. See the PMR Fatal Validations articles for correction options.
- Rerun the M# PMR Fatal Data Validation to confirm the issue is resolved.
- Generate the PMR Summary Report again after all Fatal validation issues are resolved.
Refer to Review PMR Data Validations for information about FATAL, WARNING, and INFO individual rules.
If the PMR Summary Report Generates Successfully
A successful PMR Summary Report generation creates the applicable data for the reporting interval.
Do not submit the PMR based only on a successful generation.
Continue to Review Principal's Monthly Report (PMR) Data to review the calendar and supporting student level PMR data before verifying the PMR Summary.
Special Reporting Months
Some PMR reporting months include additional processing.
Month 2
When School Month Sequence 2 is generated, the system also processes a rerun of Month 1.
If the required validations are cleared:
- Month 1 data is captured again as Month 1R.
- Month 2 data is captured.
- The most recent Month 1 data is used with Month 2 for the Best 1 of 2 ADM process.
Note: Review and correct Month 1 data before completing Month 2 processing. Changes to source data may affect the Month 1R results.
Month 9
When School Month Sequence 9 is generated, the system processes PMR Data Validations for Months 1-9.
If the required validations are cleared, the system captures updated data for the applicable previous reporting months and Month 9.
Review month 9 carefully to ensure corrections made during the school year are accurately reflected in the final PMR data.
After Generating the PMR
Follow the PMR workflow based on the generation results.
| Result | Next Step |
|---|---|
| Fatal validation identified | Review and resolve the applicable M# PMR Fatal Data Validation. |
| Expected student is missing from PMR | Review Students Not Included in the PMR Summary. |
| PMR Summary generates successfully | Continue to Review Principal's Monthly Report Data. |
| Unexpected calendar, ADM, or ADA data is identified during review | Use the applicable PMR supporting report to investigate the source data. |
Next Steps
After the PMR Summary generates successfully:
- Review applicable WARNING and INFO PMR Data Validations results.
- Continue to Review PMR Data to complete the recommended data-review workflow.
- Use Troubleshoot PMR if an issue is identified during the review.
Important: Do not submit the PMR based only on successful generation. Complete the applicable PMR data review and confirm that the PMR Summary is accurate before submission.
NEXT: Continue to Review PMR Data after the PMR Summary generates successfully. If an issue prevents generation or unexpected data is identified, use Troubleshoot PMR.
